Deposit Operations Representative

Forte Bank
  • Hartford, WI
  • Full-time
  • Instant Apply
7 days ago

Job Description

Join Forte Bank - Where We Put Relationships FirstAt Forte Bank, banking is about more than transactions - it's about people, trust, and strengthening the communities we serve.We treat our customers like friends and family - and we do the same for our team.We currently have an opening for Deposit Operations Representative to join our team. This position is on-site in Hartford, WI. Interested candidates must be able to work a rotating schedule Monday to Friday. You will be scheduled between the hours of 7:30 am - 5:00 pm Monday to Friday.Who Thrives at Forte Bank?The most successful team members at Forte Bank are people who genuinely care about others, take ownership of their work, and bring positive energy to every interaction.You'll thrive here if you:Naturally build relationships and enjoy helping peopleTake initiative and follow through on commitmentsBring accountability and integrity to your workTake pride in delivering exceptional customer/employee experiencesEnjoy working collaboratively as part of a supportive teamValue community involvement and relationship-driven serviceMaintain professionalism and confidentialityAdapt well in a fast-paced environment while maintaining attention to detailThe Deposit Operations Representative is responsible for executing a range of back-office functions associated with customer deposit accounts. This includes processing transactions, maintaining account records, resolving discrepancies, and ensuring adherence to banking regulations. The role's focus includes account opening review, account maintenance, and addressing deposit-related issues across various account types, including checking, savings, CD/IRAs. A strong emphasis on accuracy and attention to detail is essential in this position.Duties and Responsibilities:Provides excellent customer service in a friendly and professional manner.Professionally handle complex customer and employee inquiries that require telephone or email responses.Oversee and execute all operations related to deposit processing, including the handling of exception items, reviewing account maintenance files, managing incoming and outgoing wire transfers, approving mobile deposit items, reconciling daily ATM and debit card transactions, processing Regulation E items, administering levies and garnishments, as well as balancing the general ledger and internal bank checking accounts.Complete set up and manage changes for all Business Online Banking services including Remote Deposit Capture, ACH and Positive Pay. Provide necessary training for both customers and front-line staff.Perform research as needed.Monitor accounts for deposit compliance requirements. Gather and review information for audits and exams.Maintain confidentiality of customer account information and follow established policies and procedures in responding to inquiries and requests.Investigate and Manage Debit Card, Online Banking, and Check Fraud.Additional Duties and Responsibilities:Assist employees with questions and concerns relating to internal bank operations.Develop professionally on a continuing basis. Participate in internal and external training as required.Perform other duties necessary to fulfill the responsibilities of this role.Knowledge, Skills, and Abilities:High school diploma or equivalent required.One to three years banking experience required. Experience in opening new deposit accounts and running teller transactions is preferred.Professional demeanor.Detail oriented.Strong critical thinking and problem-solving skills.Computer literacy including experience with Office Suite, MS Word, MS Excel, and other computer software products.Understanding of bank products and services, including the rules, regulations, policies and procedures.Ability to plan and prioritize work, exercise good judgment in all areas of responsibility, and work effectively under pressure and deadlines.Good communication skills are necessary to adequately address customer inquiries and efficiently resolve issues. Role requires collaboration and teamwork amongst departments and branches.Ability to analyze data, utilize resources to help detect potentially fraudulent situations, and minimize risk to the Bank.Benefits of Choosing to work at Forte Bank:Competitive PayHealth, dental, vision, Company paid Life, Long term disabilityVery Generous PTO plan, PTO at 30 days!401(k) with company match up to 4% (immediate vesting!)Profit sharingEmployee Stock Ownership ProgramEmployee Celebrations and eventsLogo ApparelCheck out our website www.forte.bank or our Facebook page to learn more about our AMAZING organization and culture!Forte Bank provides equal employment opportunities to all employees and applicants for employment and prohibits discriminations and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, or any other characteristic protected by federal, state or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement and promotion.All individuals will be required to consent to and pass a credit check and criminal background check - POST OFFER. 

Numbers & Facts

LocationHartford, WI
Job TypeFull-time

Skills

  • ATMunmatched
  • Banking Operationsunmatched
  • Banking Regulationsunmatched
  • Banking Servicesunmatched
  • Business Bankingunmatched
  • Business Portalunmatched
  • Card Processingunmatched
  • Change Managementunmatched
  • Communication Skillsunmatched
  • Community Relationsunmatched
  • Community Supportunmatched
  • Computer Skillsunmatched
  • Computer Softwareunmatched
  • Customer Support/Serviceunmatched
  • Customer Trainingunmatched
  • Data Analysisunmatched
  • Detail Orientedunmatched
  • Develop and Maintain Customersunmatched
  • Equal Employment Opportunity (EEO)unmatched
  • Error Handlingunmatched
  • Establish Prioritiesunmatched
  • Facebookunmatched
  • File Maintenanceunmatched
  • Follow Throughunmatched
  • Food Presentationunmatched
  • General Ledger Accountingunmatched
  • Geneticsunmatched
  • High School Diplomaunmatched
  • Internet/Online Serviceunmatched
  • Maintain Complianceunmatched
  • Microsoft Excelunmatched
  • Microsoft Officeunmatched
  • Microsoft Wordunmatched
  • Office Suitesunmatched
  • Online Bankingunmatched
  • Policy Developmentunmatched
  • Problem Solving Skillsunmatched
  • Procedure Developmentunmatched
  • Record Keepingunmatched
  • Regulationsunmatched
  • Regulatory Complianceunmatched
  • Requirements Managementunmatched
  • Resolve Customer Issuesunmatched
  • Risk Managementunmatched
  • State Laws and Regulationsunmatched
  • Sun ONE Studiounmatched
  • Team Playerunmatched
  • Time Managementunmatched
  • Track Customer Issuesunmatched
  • Training/Teachingunmatched
  • Transaction Processing/Managementunmatched

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